Book a Consultation
Please choose the consultation that best suits your needs and complete the form below to book.
Fees are per consultation, so if you are attending as a couple, the same fee applies and covers you both.
There is no payment required at the time of booking. We will issue an invoice following your meeting.
The fee includes any follow up meetings required.
Financial Review
Pension, investment & insurance advice. Review of your current situation and arrangements with impartial advice and guidance.
Cost: €150
Business Owner
Advice on tax efficient extraction of company profits. Review of current arrangements with impartial advice and guidance
Cost: €200
Financial Planning
A more detailed review of your finances to help set goals and plan for the future. Includes cashflow modelling and indepth strategic advice.
Cost: €550-750
Product
You need to set up an insurance policy, investment or pension and are ready to get started.
Cost covered by provider with option to pay fee instead for investment or pension.